Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,121 | $101,618-95.0% | $93,063-94.5% | $137,256-96.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.25% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $775 | $2,707-71.4% | $2,476-68.7% | $4,156-81.4% |
| Participant deferral / active EE | $1,026 | $4,279-76.0% | $3,958-74.1% | $6,407-84.0% |
| Admin fee / account holder | $43 | $6,198-99.3% | $6,033-99.3% | $12,270-99.6% |